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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-27 |
| OH | RA | APPROVED | 2019-09-19 |
Branch Locations
1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 09/2015 | 09/2019 |
| Blackridge Asset Management, Llc | Jupiter | FL | 09/2019 | Present |
| Peak Brokerage Services, Llc | Jupiter | FL | 09/2015 | Present |
1)EVEREST FINANICIAL; FINANCIAL PLANNING SEMINARS,ESTATE PLANNING,INSURANCE; Duties of position: Advisor, Title: Registered Rep 2)VALLEYWOOD PROPERTIES SOLE PROP;SOLE PROP; INVESTMENT PROPERTIES;100% OWNERSHIP;10% TIME SPENT; 20% COMP;OWNER; PURCHASE /SELL /REHAB INVESTMENT PROPERTIES AND RENTALS; INDEFINITE TERM 4) BLACKRIDGE ASSET MANAGEMENT, LLC; IAR; 0% OWNERSHIP; 0% COMP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-20 |
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